PIM

Plato Investment Management Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.67M
3
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

1
+$2.68M
2
+$2.41M
3
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$345K 0.03%
4,425
377
$338K 0.03%
1,080
+890
378
$332K 0.03%
1,530
+4
379
$317K 0.02%
1,317
+894
380
$314K 0.02%
2,991
381
$305K 0.02%
4,693
+2
382
$303K 0.02%
2,368
-3,954
383
$302K 0.02%
3,005
+3
384
$301K 0.02%
4,929
-802
385
$298K 0.02%
1,229
+1,199
386
$289K 0.02%
1,651
+1
387
$286K 0.02%
2,282
388
$277K 0.02%
+5,740
389
$275K 0.02%
9,383
-1,269
390
$271K 0.02%
3,827
391
$271K 0.02%
6,174
+377
392
$253K 0.02%
9,427
+9,401
393
$250K 0.02%
3,086
+7
394
$244K 0.02%
782
+75
395
$243K 0.02%
4,739
396
$227K 0.02%
1,935
397
$213K 0.02%
3,865
398
$211K 0.02%
3,141
399
$205K 0.02%
1,798
400
$203K 0.02%
879
-1,091
14 15
16
17 18